RBACX

Mutual fund

$20.87 -$0.02 (-0.10%) NAV as of Oct 19, 2026

Prices on SharpeShare since Oct 20, 2021

52-week range

Low $19.22High $21.62

Has RBACX beaten the S&P 500?

Over the last year (to Oct 19, 2026), RBACX returned +8.5%; the S&P 500 (SPY) returned +16.6%.

Key figures vs the S&P 500

Annualized growth 
RBACX
+8.5%
S&P 500
+16.6%
Largest decline 
RBACX
7.2%
S&P 500
8.9%
Risk-adjusted return 
RBACX
0.52
S&P 500
0.97
Downside risk-adjusted return 
RBACX
0.75
S&P 500
1.43

Oct 17, 2025 – Oct 19, 2026. Returns include dividends and other distributions, reinvested.

How are your investments doing?

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Returns by period

PeriodRBACXS&P 500
1 month -0.5% +0.6%
3 months -0.2% +3.4%
Year to date +6.1% +13.3%
1 year +8.5% +16.6%
3 years (annualized) +14.9% +23.1%

Volatility (1-year, annualized): 9.0% · Largest decline (max drawdown, since Oct 2021): 20.9%

How are your investments doing?

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